Professionally

After graduating from Mankato State University with a degree in Accounting, I worked for several years in various Fortune 500 companies.  But I always wanted to work with people, money, and investments.  In the early 90’s, the primary way to do that work was to sell products (annuities, life insurance, etc.).  I am not a natural salesperson and the conflicts of interest were not acceptable to me.  I knew I wanted a practice that treated clients how I would want to be treated.

Imagine my excitement in 2002 when I came upon a fee-only financial planning practice model!  I set out to add the CFP to my CPA credentials, started a fee-only financial planning practice and the rest, as they say, is history. The growth over these 15+ years has been phenomenal.  I value the trust and confidence my clients have in me as they provide numerous referrals of their friends and family.

I love developing financial plans that save clients on taxes, and investment strategies that help them meet their goals.  I enjoy the complexity and intersection of investing, tax, estate planning, and all financial pieces.  I can really “geek out” on the numbers stuff.

But the part of my work I enjoy the most is meeting with my clients. I love the stories they tell, the concerns they share, and the accomplishments they achieve.  I consider myself blessed every day to be working with such great clients doing the work I love.  

Personally

My husband and I have 3 adult daughters.  We are an active and close family that spends lots of time together.  We are closing in on the empty-nest phase and excited to see what that brings.  We live in a southwest suburb of Minneapolis and enjoy all that the 4 seasons bring to Minnesota.  Of course, that means we are Minnesota Wild hockey fans.  During warmer weather, we will be playing outside with our dogs or riding our motorcycles.